Help Centre

Clear guidance for the work you want to finish.

Use focused, step-by-step guides based on the current Tallyo product.

New to invoicing?

Start with the essentials.

Learn what an invoice does, what to include, and how quotes, regular invoices, reminders, payments and income records fit together.

Read the invoice guide

Ask

Use Tallyo Helper

Ask questions in your own words and get answers grounded in current reviewed Tallyo features and guides, without account access.

Create invoices, quotes and credit notes

Choose the right document, add customer and line-item details, then send, download or share a quote for acceptance.

Record deposits and payments

Record money received, see the amount still to pay and understand when an optional card-payment link is available.

Create repeat invoices automatically

Use a recurring schedule when the same customer needs a new invoice every week, month, quarter or year.

Choose when overdue reminders are sent

An invoice is overdue when its due date has passed and there is still money to pay. You choose which invoices receive reminders.

See what has been paid

Record deposits, part-payments and final payments, then see the amount still left on the invoice.

Protect your Tallyo account

Choose Google or email-and-password sign-in, add authenticator-app protection and keep recovery codes safe.

Check document email delivery

Understand what Tallyo records when a document email is accepted, delivered or cannot be sent.

See what happened and when

Read a simple timeline of document, email, reminder and payment updates.

Review income recorded in Tallyo

Use Income Insights to understand recorded invoice income, then prepare an Income Pack for a chosen period and currency.

Choose a document layout and branding

Choose how invoices, quotes and credit notes look, then preview your colour, logo and item-row preferences.

Install Tallyo on your phone or computer

Choose your device, open Tallyo from its card, then follow the matching browser steps.

Contact support

Need help from a person?

Email [email protected] with a clear description of the problem. Never send your password, authenticator code, recovery codes, card details or bank details.